CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$9.02M
3
+$5.02M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$4.95M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$4.71M

Top Sells

1
+$8.35M
2
+$4.12M
3
+$3.18M
4
WWJD icon
Inspire International ETF
WWJD
+$3.07M
5
HPK icon
HighPeak Energy
HPK
+$2.87M

Sector Composition

1 Technology 4.89%
2 Healthcare 2.63%
3 Consumer Discretionary 2.56%
4 Industrials 1.8%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
426
Arista Networks
ANET
$175B
$254K 0.02%
1,939
+176
TSSI
427
TSS Inc
TSSI
$319M
$253K 0.02%
35,850
+600
IBHF icon
428
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.04B
$251K 0.02%
10,894
+80
BA icon
429
Boeing
BA
$171B
$251K 0.02%
1,158
+513
SCHW icon
430
Charles Schwab
SCHW
$163B
$251K 0.02%
2,515
+3
BP icon
431
BP
BP
$102B
$251K 0.02%
7,233
QCJL
432
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$69M
$251K 0.02%
10,564
-7,391
EFG icon
433
iShares MSCI EAFE Growth ETF
EFG
$9.56B
$249K 0.02%
2,186
-5,273
FSK icon
434
FS KKR Capital
FSK
$2.96B
$247K 0.02%
16,703
+3,389
TLN
435
Talen Energy Corp
TLN
$15.2B
$245K 0.02%
653
+2
FSS icon
436
Federal Signal
FSS
$6.61B
$244K 0.02%
2,247
+374
PNR icon
437
Pentair
PNR
$14.7B
$242K 0.02%
2,320
-505
LRCX icon
438
Lam Research
LRCX
$269B
$240K 0.02%
1,404
-31
UOCT icon
439
Innovator US Equity Ultra Buffer ETF October
UOCT
$237M
$238K 0.02%
6,100
VST icon
440
Vistra
VST
$55.4B
$238K 0.02%
1,472
+500
VOE icon
441
Vanguard Mid-Cap Value ETF
VOE
$21.4B
$237K 0.01%
1,337
+7
JNK icon
442
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.83B
$237K 0.01%
2,438
-317
COF icon
443
Capital One
COF
$115B
$235K 0.01%
970
+78
ABT icon
444
Abbott
ABT
$192B
$234K 0.01%
1,870
+379
FTSM icon
445
First Trust Enhanced Short Maturity ETF
FTSM
$6.29B
$234K 0.01%
3,909
-912
CSCO icon
446
Cisco
CSCO
$307B
$234K 0.01%
3,035
+458
BTI icon
447
British American Tobacco
BTI
$129B
$234K 0.01%
4,125
-2,151
AGG icon
448
iShares Core US Aggregate Bond ETF
AGG
$140B
$230K 0.01%
2,306
-101
CSL icon
449
Carlisle Companies
CSL
$14.4B
$229K 0.01%
717
-50
COPX icon
450
Global X Copper Miners ETF NEW
COPX
$7.63B
$228K 0.01%
3,179
16 17
18
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